SWP

Stratos Wealth Partners Portfolio holdings

AUM $8.48B
1-Year Est. Return 19.86%
This Quarter Est. Return
1 Year Est. Return
+19.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.55B
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$6.19M
3
+$5.79M
4
AAPL icon
Apple
AAPL
+$5.5M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$3.3M

Top Sells

1
+$28.7M
2
+$8.57M
3
+$7.17M
4
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$5.49M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$5.19M

Sector Composition

1 Technology 7.84%
2 Financials 5.95%
3 Healthcare 5.08%
4 Consumer Discretionary 4.64%
5 Industrials 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$678K 0.03%
7,994
+1,393
502
$677K 0.03%
+17,904
503
$677K 0.03%
10,824
+1,330
504
$675K 0.03%
29,730
-9,573
505
$675K 0.03%
10,068
+4,186
506
$673K 0.03%
4,707
+288
507
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5,010
-166
508
$666K 0.03%
19,732
+1,759
509
$661K 0.03%
+16,473
510
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24,619
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511
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3,821
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512
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26,163
-3,270
513
$655K 0.03%
32,385
-13,994
514
$655K 0.03%
29,972
-256
515
$653K 0.03%
24,985
516
$651K 0.03%
11,404
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517
$651K 0.03%
29,780
-2,711
518
$645K 0.03%
3,866
+1,915
519
$643K 0.03%
5,413
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520
$642K 0.03%
9,294
-655
521
$641K 0.03%
4,403
+133
522
$633K 0.02%
11,556
+4,856
523
$633K 0.02%
11,104
524
$630K 0.02%
33,180
+2,800
525
$629K 0.02%
12,305
-5,386
19 20
21
22 23